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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $15.1B AUM 5,207 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1528 New 3279 Added 216 Reduced 88 Exited
Page 141 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 BME BLACKROCK HEALTH SCIENCES TR Financial Services 579.0 $25K +100.0 +20.9% $42.95 +7.5%
2802 NGVT INGEVITY CORP Basic Materials 333.0 $25K +211.0 +172.9% $74.67 -7.5%
2803 TELIX PHARMACEUTICAL LTD 2,152.0 $25K +2K +1621.6% $11.53
2804 FSBW FS BANCORP INC Financial Services 571.0 $25K +511.0 +851.7% $43.40 -1.5%
2805 PFIS PEOPLES FINL SVCS CORP Financial Services 373.0 $25K +316.0 +554.4% $66.37 +5.3%
2806 U HAUL HOLDING COMPANY 427.0 $25K +349.0 +447.4% $57.70
2807 KE KIMBALL ELECTRONICS INC Industrials 961.0 $25K +802.0 +504.4% $25.60 -8.2%
2808 PINE ALPINE INCOME PPTY TR INC Real Estate 1,181.0 $25K +1K +10000.0% $20.76 -5.1%
2809 TU TELUS CORPORATION Communication Services 2,317.0 $24K +1K +110.1% $10.57 -7.0%
2810 IEO ISHARES TR 222.0 $24K +3.0 +1.4% $109.95 +21.1%
2811 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 4,653.0 $24K +3K +188.5% $5.24 -21.2%
2812 NRDY NERDY INC Technology 26,476.0 $24K +26K +10000.0% $0.92 +1027.6%
2813 GABC GERMAN AMERN BANCORP INC Financial Services 506.0 $24K +383.0 +311.4% $47.46 +4.6%
2814 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 1,369.0 $24K +1K +1473.6% $17.52 +2.2%
2815 FRO FRONTLINE PLC Energy 689.0 $24K +462.0 +203.5% $34.79 +24.9%
2816 EDIT EDITAS MEDICINE INC Healthcare 7,365.0 $24K +7K +4207.0% $3.24 +1.2%
2817 SKY CHAMPION HOMES INC Consumer Cyclical 270.0 $24K +197.0 +269.9% $88.12 +4.1%
2818 INMB INMUNE BIO INC Healthcare 14,567.0 $24K +15K +10000.0% $1.63 +49.1%
2819 ONEW ONEWATER MARINE INC Consumer Cyclical 2,101.0 $24K +2K +2818.1% $11.27 +6.7%
2820 SWBI SMITH & WESSON BRANDS INC Industrials 1,574.0 $24K +1K +232.1% $15.04 -10.2%
Page 141 of 164  ·  3,279 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Financial Services 22.7%
Industrials 12.8%
Healthcare 8.8%
Energy 7.7%
Consumer Cyclical 7.2%
Consumer Defensive 4.3%
Communication Services 4.2%
Utilities 2.8%
Real Estate 2.2%